Map what you’d hand off
We go through a working week with you and flag exactly what belongs on our side of the line.
You getA written list of tasks and tools.
Virtual Assistance
More hands. Less on your plate.
Administrative support, calendar and inbox management, CRM and lead follow-up, client communication, and the dozen small jobs that eat a founder’s week — handled by someone who treats your business like it matters.
You did not start this business to live in your inbox.
Every hour spent on scheduling, data entry and follow-up is an hour not spent on the work only you can do. It is not a discipline problem — it is a capacity problem, and capacity does not fix itself.
- Your inbox has become the to-do list, and it only grows
- Leads and enquiries sit for days before anyone replies
- The CRM has not been properly updated in months
- Scheduling back-and-forth eats time that should go to clients
- Documentation and reporting happen late, if at all
What’s included
What’s included
Support built around how you already work, in your own accounts, with a human staying in the loop for anything that matters.
Administrative support
The daily operations that keep a business moving.
- Inbox management and triage
- Calendar and scheduling
- Data entry and documentation
- Presentation and report preparation
- Travel and event coordination
CRM & lead management
A pipeline that is actually current, not a spreadsheet of good intentions.
- CRM setup, cleanup and hygiene
- Lead management and routing
- Follow-up sequences and reminders
- Pipeline and activity reporting
Client communication
The responses that keep clients feeling looked after.
- First response and triage
- Customer support and FAQs
- Appointment confirmations and reminders
- Listing, property or project support
Project coordination
Keeping the moving parts of a project moving.
- Task and deadline tracking
- Vendor and contractor coordination
- Status updates to stakeholders
- Other agreed business and personal support tasks
Process
How the engagement runs
Typically live within a week, because most of it is handover rather than build.
01 02 Set up access
You grant access to the accounts and tools involved. Nothing is held outside your accounts.
You getSecure, scoped access.
03 Run it in parallel first
For the first one to two weeks we work alongside your current process, not instead of it, so nothing drops.
You getA short overlap with zero gaps.
04 Hand off fully and report
Once it is running cleanly, it moves fully to us, with a regular report on what moved.
You getA live system and a monthly report.
Integrations
What we work inside
We work inside the tools you already pay for wherever possible, so there is no extra subscription and no second place to look.
- Google Workspace
- Microsoft 365
- HubSpot
- Salesforce
- kvCORE
- Notion
- Asana
- Trello
- Slack
Outcomes
What changes
Honest about what this does and does not do.
Your inbox stops being the to-do list
Triage and first response happen without you touching it first.
Nothing sits for days
Enquiries and follow-ups move on a schedule, not when you remember.
You walk into the work informed
The CRM and the calendar reflect what is actually happening.
You still make the calls that matter
This handles the busywork. Decisions, relationships and judgement calls stay with you.
Questions
Virtual Assistance: the usual questions.
What exactly can I hand off?
Most administrative, coordination and communication tasks: inbox and calendar management, data entry, CRM upkeep, scheduling, customer support, and project coordination. Anything requiring your specific judgement, signature or voice stays with you — we will tell you honestly where that line is.
Is this one person or a team?
You get a consistent point of contact, backed by the team when something needs a specific skill. You are not starting over with someone new every month.
How many hours do I need?
It depends what you are handing off — the discovery call is where we size it honestly, rather than selling you a block of hours you will not use.
What tools do you need access to?
Whatever is involved in the tasks you hand off — email, calendar, CRM, project tools. Access is scoped to what is needed and stays inside your own accounts.
Next step
Twenty minutes on virtual assistance, and what it would take.
We look at what you have now, tell you what we would change first, and give you a fixed price in writing. If you do not need this yet, we will say so.